Concord Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Concord Wealth Partners’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.4K	Buy	+782	New	+$65.8K	0.01%	326
2026 Q1	–	Sell	-612	Closed	-$49.9K	–	780
2025 Q4	$49.9K	Sell	612 -288	-32%	-$23.4K	0.01%	327
2025 Q3	$72.1K	Hold	900	–	–	0.01%	293
2025 Q2	$65.9K	Buy	900 +276	+44%	+$18.2K	0.01%	309
2025 Q1	$38.6K	Buy	624 +12	+2%	+$809	0.01%	354
2024 Q4	$42K	Hold	612	–	–	0.01%	354
2024 Q3	$39.2K	Hold	612	–	–	0.01%	366
2024 Q2	$38.2K	Hold	612	–	–	0.01%	342
2024 Q1	$35.2K	Sell	612 -846	-58%	-$46.5K	0.01%	406
2023 Q4	$75.6K	Hold	1,458	–	–	0.02%	308
2023 Q3	$66.2K	Buy	1,458 +516	+55%	+$24.4K	0.01%	338
2023 Q2	$44.4K	Sell	942 -450	-32%	-$19.5K	0.01%	383
2023 Q1	$57.9K	Hold	1,392	–	–	0.02%	324
2022 Q4	$49.4K	Buy	+1,392	New	+$51.2K	0.01%	376
2022 Q3	–	Sell	-3,066	Closed	-$114K	–	1138
2022 Q2	$114K	Buy	3,066 +18	+0.6%	+$739	0.03%	240
2022 Q1	$146K	Buy	3,048 +936	+44%	+$44.3K	0.04%	234
2021 Q4	$113K	Buy	+2,112	New	+$110K	0.03%	289
2021 Q3	–	Sell	-2,460	Closed	-$118K	–	1037
2021 Q2	$118K	Hold	2,460	–	–	0.03%	212
2021 Q1	$105K	Sell	2,460 -300	-11%	-$12.8K	0.04%	216
2020 Q4	$117K	Buy	+2,760	New	+$110K	0.09%	118

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Concord Wealth Partners's VUG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 782 shares worth $67.4K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VUG as recently as Q4 2025.

Concord Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 20 quarters since. The position peaked at $146K in Q1 2022. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Concord Wealth Partners held 782 shares of Vanguard Morningstar Growth ETF worth $67.4K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #326 holding.
Concord Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $146K in Q1 2022.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.